Engaging stakeholders: A planning tool

A summary of MEASURE Evaluation (2011). Stakeholder Engagement Tool. North Chapel, NC: MEASURE Evaluation, USAID.

How to cite this NCCMT summary:

National Collaborating Centre for Methods and Tools (2012). Engaging stakeholders: A planning tool. Hamilton, ON: McMaster University. Retrieved from http://www.nccmt.ca/registry/view/eng/123.html.

Keywords: Stakeholder analysis and engagement, Knowledge dissemination, Partnership development and maintenance

Tool Knowledge Knowledge Planning Doing

These summaries are written by the NCCMT to condense and to provide an overview of the resources listed in the Registry of Methods and Tools and to give suggestions for their use in a public health context. For more information on individual methods and tools included in the review, please consult the authors/developers of the original resources.

Relevance for Public Health
The Stakeholder Engagement Tool was developed to support research, monitoring and evaluation initiatives, but it can inform any initiative that requires the input and resources of multiple stakeholders. For instance, this tool could be used to inform decision making in a large-scale program review process in a public health unit.
Description
This tool provides a systematic approach to stakeholder analysis and engagement. Effective stakeholder analysis includes appropriate stakeholders at key stages of an initiative, such that the right people have useful information at the right time to inform decision making. Developed by MEASURE Evaluation, this Stakeholder Engagement Tool is a two-part tool with guiding principles, case examples and an implementation checklist to support groups in analyzing their stakeholders as part of program planning.

Stakeholder analysis involves collecting and organizing qualitative data on the interests, behaviour, intentions and influence of different actors in relation to a particular issue (IRDC, 2008; click here to see a summary statement on this resource). Stakeholder analysis is used to support moving research evidence into practice in public health (Aarons et al., 2009).

The Stakeholder Engagement Tool consists of two parts:

  • Part 1: Stakeholder Analysis Matrix (for planning phases)
  • Part 2: Stakeholder Engagement Plan (for implementation and follow-up)
Part 2 also includes guiding principles, sample templates of completed projects and an implementation checklist (creating a stakeholder engagement plan).
Implementing the Method/Tool
Steps for Using Method/Tool

This tool provides a structured approach to stakeholder analysis to inform planning decisions. It documents the following steps in stakeholder analysis:

  • Identify stakeholders
  • Define stakeholder roles and resources
  • Identify dynamics among stakeholders
  • Establish the optimal stakeholder group
  • Create a stakeholder engagement plan
  • Monitor stakeholder engagement

The tool can be used in hardcopy or electronic form to facilitate sharing among stakeholder groups.

Who is involved
Two primary groups are identified as users of the tool: program managers and other decision-makers who participate as respondents of the tool; and the core project management team (based at the sponsoring organization) that oversees the stakeholder engagement process.
Conditions for Use
Not specified
Evaluation and Measurement Characteristics
Evaluation
Information not available
Validity
Not applicable
Reliability
Not applicable
Methodological Rating
Unknown/No evidenceUnknown/No evidence
Method/Tool Development
Developer(s)

Shannon Salentine and Alan Johnston
Data Demand and Information Use Team
MEASURE Evaluation

with assistance from:
Roger Schimberg, Tulane University
Karen Hardee, ConstellaGroup

MEASURE Evaluation
University of North Carolina at Chapel Hill, CB 8120
Chapel Hill NC 27599
Tel: 919-966-7482
Fax: 919-966-2391
Email: measure@unc.edu
www.cpc.unc.edu/measure

Method of Development

MEASURE Evaluation is funded by the US Agency for International Development. It supports international capacity building in monitoring and evaluation in population, health and nutrition research. MEASURE Evaluation uses data collection and analysis to improve program planning and decision making, to ultimately improve health systems and health status. This organization provides a number of resources and tools over a broad range of topics, including monitoring and evaluation systems, GIS, etc. To access their full suite of tools, click here.

 

Release Date
2011
Contact Person/Source

Tara Nutley
Senior Technical Specialist
MEASURE Evaluation
Futures Group
308 West Rosemary Street
Chapel Hill, NC 27516 USA
Tel: 919-240-7645
email: tnutley@futuresgroup.com

Resources

Title of Primary Resource
Stakeholder Engagement Tool
File Attachment
None
Web-link
Reference
MEASURE Evaluation (2011). Stakeholder Engagement Tool. North Chapel, NC: MEASURE Evaluation, USAID.
Type of Material
Toolkit
Format
On-line Access
Cost to Access
None 
Language
English
Conditions for Use
Not specified 

Title of Supplementary Resource
Stakeholder Analysis Guidelines
File Attachment
None
Web-link
Reference
Schmeer, K. (1999). Stakeholder Analysis Guidelines. Bethseda, MD: Partnerships for Health Reform, Abt Associates Inc.
Type of Material
Workbook
Format
On-line Access
Cost to Access
None 
Language
English
Conditions for Use
Not specified 

Title of Supplementary Resource
The Research Matters KT Toolkit: A Resource for Researchers
File Attachment
None
Web-link
Reference

International Development Research Centre (2008). The Research Matters KT Toolkit. International Development Research Centre: Ottawa, ON. Retrieved from: http://www.idrc.ca/EN/Resources/Publications/Pages/IDRCBookDetails.aspx?PublicationID=851

Type of Material
Online handbook
Format
On-line Access
Cost to Access
None 
Language
English, French
Conditions for Use
Not specified 

Title of Supplementary Resource
Implementing evidence-based practice in community mental health agencies: A multiple stakeholder analysis.
File Attachment
None
Web-link
Reference
Aarons, G.A., Wells, R.S., Zagursky, K., Fettes, D.L., & Palinkas, L.A. (2009). Implementing evidence-based practice in community mental health agencies: A multiple stakeholder analysis. American Journal of Public Health, 99, 2087-2095. doi: 10.2105/AJPH.2009.161711.
Type of Material
Journal article
Format
Periodical
Cost to Access
Journal article purchase 
Language
English
Conditions for Use
Copyright © 2009 American Public Health Association 


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